Library

An overview of the wealth management industry. This includes a review of different types of wealth management firms, the clients they serve, the financial planning, investment management and other services they offer, and how they earn money.

Strategic guidance regarding rebuttal expert reports. Covers how to work with your expert to efficiently and effectively review the other side’s opening report, decide which points to rebut, and outline the rebuttal. And discusses strategic drafting considerations as your expert writes and refines the report.

An overview of the typical civil litigation discovery process, including the different types of discovery, the process of serving and responding to discovery requests, and the phases of discovery.

A walkthrough of an equity commitment letter, as well as an examination of their role in securing financing commitments and their specific implications in private equity mergers and acquisitions.

Restructuring Support Agreements (RSAs) are used to document support for a company’s proposed restructuring plan. This course discusses what’s in an RSA and how they’re used. It also walks through a sample RSA to explain their key provisions.

An overview of the initial public offering process, including a discussion on due diligence, preparing and filing the registration statement, the SEC review and comment process, pricing and closing.

Explains the main documents and key provisions in M&A deals, and provides an overview of the M&A deal process from start to finish. This track also explains the structures of M&A deals including asset and stock sales, direct mergers, and forward and reverse triangular mergers.

An introduction to the document review and production process, privilege and work product protection, and litigation holds.

Advanced guidance on expert reports and rebuttals, including how to work with your expert to help them effectively plan and draft their reports. Focuses on the Opinions section, but then looks closely at the other sections of the report as well. Also gives strategic advice on drafting Daubert motions and Daubert oppositions. Covers specific ways to attack and defend an expert’s methodology, as well as how to select the best arguments.

This track explores how private equity deals are financed, how management incentives are structured, and the strategies funds use to create value.

Lawyers will learn about the main types of loans, including term loans, revolvers, secured and unsecured loans, and bilateral and syndicated loans. The program also reviews key features commonly found in commercial loans, such as repayment provisions, guaranties, and covenants and events of default.

An introduction to different types of securities and securities offerings, including an overview of the IPO process, greenshoe options, follow-on offerings, and shelf registrations and takedowns.